PepsiCo Inc. (PEP)$150.57
Market Cap: 180.97 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for PepsiCo Inc. (PEP).
CONSUMER DEFENSIVE
BEVERAGES - NON-ALCOHOLIC
DCF ready
Valuation
28.4x
EV/FCF, 3.5% FCF yield
Quality
12.3%
ROIC, 8.2% FCF margin
Growth
5.9%
5Y sales (revenue) CAGR
Balance sheet
2.3x
Debt/equity, 0.9x current ratio
Superinvestors
13
Top: Lindsell Train (6.3%)
Strengths to research
- Return on equity is strong at 40.4%.
- 13 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Debt/equity is high at 2.3x.
- Current ratio is below 1 at 0.9x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for PEP.
Grade B
67
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| PEP Target | PepsiCo Inc. | $181.0B | 25.1x | 28.4x | 12.3% | 5.9% | 8.2% | 54.1% | 2.5x | N/A |
| UL | Unilever PLC | $155.9B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| LRLCF | L'Oreal SA | $235.6B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| PM | Philip Morris Intl. | $269.6B | 26.0x | 24.8x | N/A | 7.2% | 26.2% | 67.1% | -0.3x | N/A |
| NSRGF | Nestle Sa Reg | $271.8B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| NSRGY | Nestle | $273.5B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| KO | Coca Cola Co. | $308.6B | 26.8x | 56.3x | 40.7% | 7.7% | 11.0% | 61.6% | -0.7x | N/A |
| MO | Altria Group Inc. | $100.8B | 17.9x | 13.5x | 31.3% | -2.3% | 39.0% | 62.5% | 2.1x | N/A |
| BTI | British American Tobacco plc | $95.9B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for PEP (annual).
13 superinvestors own PEP
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Yacktman Asset Management Yacktman Asset Management | 2,027,967 | $315M | 4.20% | 0.0% |
| Lindsell Train Lindsell Train | 1,277,185 | $198M | 6.32% | 0.0% |
| David Katz Matrix Asset Advisors | 241,281 | $37M | 3.44% | 0.0% |
| Torray Funds Torray Funds | 135,967 | $21M | 3.31% | 0.0% |
| Thomas Gayner Markel Group | 96,210 | $15M | 0.13% | 0.0% |
| Jensen Investment Management Jensen Investment Management | 81,335 | $13M | 0.25% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 46,457 | $7M | 0.01% | 0.0% |
| Robert Olstein Olstein Capital Management | 26,000 | $4M | 0.88% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 9,205 | $1M | 0.02% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 8,978 | $1M | 0.01% | 0.0% |
| Dodge & Cox Dodge & Cox | 3,075 | $478,000 | 0.00% | 0.0% |
| Kahn Brothers Group Kahn Brothers Group | 1,800 | $280,000 | 0.05% | 0.0% |
| Bill Nygren Oakmark Select Fund | 1,665 | $259,000 | 0.00% | 0.0% |